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Requisition User Def Fields transfer to PO

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  • 1.  Requisition User Def Fields transfer to PO

    TOP CONTRIBUTOR
    Posted Jan 23, 2020 09:31 AM

    I am looking for some information on the user defined fields in the PO Req screen.  I see in the setup that you can transfer line comments from the Req, I would assume that means transfer to the PO lines, but honestly I am not seeing them in my testing.   My client is looking to add some notes on the Req for the purchaser, they do not want to create a new comment ID each time they prepare a PO Req so were looking to design a field that they can consistently use and pull into the PO for the use of the purchasing resource.  Any one have thoughts on this and where I might find the information I am assuming it is in POP10200 but it is not on the PO when it is generated as far as I can tell.  They are on the most current version of GP as well, failed to mention that above.

    Thanks

    Dawn
    #GP2018and2018R2 #Distribution #Functional

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    Dawn Schwarz
    Senior Consultant
    Wipfli
    Madison WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Requisition User Def Fields transfer to PO
    Best Answer

    TOP CONTRIBUTOR
    Posted Jan 23, 2020 03:16 PM
    Hi @Dawn Schwarz,

    I am able to get the line item comments from the requisition to transfer to the PO by doing the following:

    1.) Ensure that the purchase order processing setup is set to have line comments transfer from Line Requisitions.  Navigate to Purchasing>>Setup>>Purchase Order Processing>>Requisition.  You have to go into the Requisition checks to check the correct box.  There's a similar box on the "normal" purchase order processing set up that is for line comments from Sales documents. ​

    2.) On the Purchase Requisition, use the "Comment ID" field, but instead of having to create a new Comment ID, click on the blue expansion arrow to the right.  This will let you add a comment on the fly so to speak.  It won't retain it the "Comment ID" look up window for future use so it can be unique each time.

    3.) Go through normal approval process to transfer it to a PO.  To see the line comment that transferred do the following:
           A.) Click on the Item Number you want to see the comment for.
           B.) Click on the blue expansion arrow to the right of the "Item" field header.  This will bring up the Purchasing Item Detail Entry window.
          C.) Click on the blue expansion arrow to the right of the "Comment ID" field for that specific item.  You'll see the note you added on the Requisition.


    The actual data for the PO line comment is housed in the POP10550 of the company database.  I often find @Victoria Yudin 's website a great place for quick references to the most commonly used sql tables.  She happens to have one for the POP tables that includes the POP10550. https://victoriayudin.com/gp-tables/pop-tables/

    Does that make sense? If you have any questions or if the issue persists, just let us know!

    Thanks,

    Samantha 


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    Samantha Higdon ,CPA,CGMA
    Lagom, LLC
    Carmel IN
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    Academy - Online Interactive Learning from Experts


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